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  1. About
  2. [pdf] Path to Success - Overcoming Objections: I Can Use My Own Money
  3. Login information for current advisors
  4. The new segregated fund EZcomplete cloning feature will save time and errors.

     

    The new cloning feature for Savings & Retirement EZcomplete® applications means that advisors don’t need to enter the same client information when completing multiple applications for the same client. 

     

    Here's how easy it is to use.

    steps-(1).png

    Best of all, you can clone in progress and submitted applications.

    This is just some of the information that will be automatically copied:

    • Name

    • Date of birth

    • Gender

    • Occupation

    • Address

    • Phone numbers

    • Email address

    • Social Insurance Number

    • All beneficiary information


    The new EZcomplete cloning feature will save advisors time and reduce errors.

     

    sandbox-(3).png          ezcomplete-(4).png

     sandboxtext-(2).png                                                           ezcompletetext-(1).png      
     

     

    If you have any questions, contact your Regional Investment Sales Manager


    ® denotes a trademark of The Equitable Life Insurance Company of Canada.
    Posted April 6, 2023
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